View a prepayment
View a prepayment in Xero, as a PDF, or online.
View a prepayment in Xero
When you add a prepayment, Xero displays it in two places:
Sales or Purchases - Xero displays the prepayment in the Awaiting Payment tab. From here you can refund it or use it to pay an invoice or bill.
Bank account - Xero displays the prepayment as a Spend Money or Receive Money transaction under the Account transactions tab.
View a prepayment PDF
View a PDF prepayment that you've generated, and printed or emailed.
View an online prepayment
Learn what information displays on an online prepayment you sent to your customer or yourself.
|What you may see in your online prepayment||What it means|
Outstanding bills link
View PDF link
Displays if you apply a DOCX branding theme to your customer's prepayment.
File attachment link
Download and view supporting files - displays if you include files with an online prepayment.
Generate and print a PDF copy of the online prepayment. This PDF will be different to the PDF prepayment attached to the original email, if you subsequently apply some or all of the prepayment to an invoice.
Download a CSV file of the prepayment.
Less credit to invoices
View amount credited to invoices if you apply:
Less cash refunded
View cash refunded if you refund:
Questions or comments about this bill?
Email directly from the online prepayment - your recipient can email you directly from the online prepayment. You'll receive the email if you created the prepayment.
Links to Facebook, Twitter, LinkedIn and Google+ accounts
Your recipient can connect with you through social media channels. If you've added your organization's social media links, your recipient can connect with you.
View map link
View a map of your address if you used the Find address field in Organization Settings, a map of your address will display.
How branding affects the look of prepayments
In an online prepayment with a DOCX branding theme you will see:
- Your trading name and postal address
You will see the legal or trading name and postal address from Organization Settings. This may differ to the contact details you set up in your branding theme.
The PDF emailed via the online prepayment link, and from within the online prepayment, will both display the contact details that you set up in your branding theme.
You won't see:
- Your logo
You won't see your logo displayed in your online prepayment if it has DOCX settings, but it will appear in both the PDF emailed with the online prepayment link, and from within the online prepayment.
- Line item information
Line item information, such as the description, quantity, unit price and tax, doesn't display.
However, the PDF emailed via the online prepayment link, and from within the online prepayment, will both display line item information.
- Your tax number
The tax number you might expect to see is the Tax ID number you entered in Financial Settings.
This tax number appears in the PDF emailed with the online prepayment link and in the PDF that you can view from within the online prepayment.